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Guided Selling

Your best rep knows which questions to ask. Now everyone does.

Guided selling turns your pre-quote discovery into a Flow every rep runs inside HubSpot. Build the questions right, and the quote builds itself. No time in the quote builder.

What is guided selling in CPQ?

Guided selling is a branching set of questions a rep answers before building a quote. Each answer narrows what comes next, so the rep ends up with a valid configuration instead of a blank quote and a product list. Reps run a flow to start a quote, then Quotivity builds your quote automatically. Tweak and send!
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How it Works

Built once. Run on every deal.

Guided Selling Admin

An Admin Builds the Flow

Steps, questions, and branching in Quotivity Studio. "If pressure is over 200 psi, route to engineering review, if not, skip it." Question keys are stable references read by the system.

Guided Selling Sales Rep

Your Rep Runs it Inside HubSpot

Launched directly from a Deal. A "pizza tracker" tracks required processes and branching down the path. Required answers prevent mistakes before submitting.

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Quotivity Magic Begins...

All your rules and price books go to work behind the scenes.

Guided Selling Final Step

Out Comes a Beautiful, Finished Quote

Your template, approvals, e-signature choices and everything are embedded in the quote and ready to send. The results write back to the deal, too.

See Guided Selling in Action

It does
  • Enforce the questions that have to get asked.
  • Filter options down to valid combinations.
  • Write answers back as structured HubSpot fields.
  • Trigger the right approval path from the answers.
It doesn’t
  • Replace your rep’s judgment on price.
  • Write the follow-up email.
  • Force every deal through a Flow. You pick which are active.
  • Live in a separate tab.

How it Compares

Capability Quotivity HubSpot Revenue Hub DealHub Salesforce CPQ
Guided selling / pre-quote questionnaire Flows with branching Not available Playbooks Yes
Branching / conditional routing AND/OR per step — Yes Yes
Runs inside the HubSpot deal record Yes Native Integration Salesforce only
HubSpot property writeback Per question, any object Native Limited —
Feeds a downstream rules engine Quote Rules + Automation — Informs fields Yes
No-code admin authoring Yes N/A Yes Needs certified admin
SMB / mid-market fit Yes Limited Yes Enterprise-oriented

Shipping capabilities as of July 2026.

Questions teams ask first

Is guided selling the same as a product configurator?

Related, not identical. A configurator handles what can be combined. Guided selling handles which questions get asked, and in what order. Quotivity does both, and they feed each other. The answers from a Flow drive which options the configurator offers.

Does this work with HubSpot's native quoting?

Answers write back to HubSpot’s own records, so discovery lives where your team already works. The Flows themselves are built in Quotivity Studio, and reps run them from the Quotivity card on the deal.

Our reps already know what to ask - why a Flow?

Tenured reps might. Consistency across the whole team is the issue. And what happens when that rep leaves? A Flow documents your best discovery process and enforces it for everyone.

We already have a discovery checklist in a spreadsheet.

That checklist doesn’t connect to your quotes, your deal records, or your approval triggers. Guided Selling captures the same answers and routes them into HubSpot and Quote Rules automatically.

Will reps resist another step before quoting?

The Flow runs inside HubSpot, on the deal record they already work in. It replaces a process they’re doing anyway, just inconsistently. It’s structure, not extra work.

What if a deal is simple and doesn't need discovery?

You control which Flows are active and when they launch. A simple deal type doesn’t have to use one.

When is it available?

Available now, on the Enterprise plan.

HubSpot quotation management with Quotivity Template Designer

 

Start Building Better Sales Quotes Today
Watch a Flow turn rep input into a complete quote
inside a live HubSpot deal record.